EP Wealth Advisors’s Schwab Intermediately-Term US Treasury ETF SCHR Stock Holding History

EP Wealth Advisors’s Portfolio SCHR Stock Details SCHR Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q2	–	Sell	-8,846	Closed	-$220K	–	1465
2025 Q1	$220K	Buy	+8,846	New	+$217K	﹤0.01%	1091
2024 Q4	–	Sell	-17,632	Closed	-$446K	–	1311
2024 Q3	$446K	Sell	17,632 -1,600	-8%	-$40K	﹤0.01%	724
2024 Q2	$469K	Buy	19,232 +10,688	+125%	+$259K	0.01%	549
2024 Q1	$210K	Buy	+8,544	New	+$210K	﹤0.01%	723
2023 Q4	–	Sell	-7,038	Closed	-$169K	–	831
2023 Q3	$169K	Buy	+7,038	New	+$171K	﹤0.01%	685
2023 Q2	–	Sell	-23,442	Closed	-$628K	–	717
2023 Q1	$628K	Buy	+23,442	New	+$584K	0.01%	373

Other funds holding SCHR

Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

Stifel Financial St. Louis, Missouri $109B AUM 21.36% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

CWA

Cornerstone Wealth Advisors Edina, Minnesota $477M AUM 14.5% 1-Year Est. Return

MFT

Moisand Fitzgerald Tamayo Orlando, Florida $1.02B AUM 21.26% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

PSP

Pacific Sage Partners Edmonds, Washington $636M AUM 15.8% 1-Year Est. Return

EP Wealth Advisors's SCHR Position: Q2 2025 in Review

EP Wealth Advisors sold out of Schwab Intermediately-Term US Treasury ETF (SCHR) in Q2 2025, closing a stake of 8,846 shares — an estimated $220K sold.

EP Wealth Advisors first reported a position in SCHR in Q1 2023 and held it in 6 quarters. The position peaked at $628K in Q1 2023. 462 funds tracked by Wall St. Rank hold SCHR as of Q2 2025.

EP Wealth Advisors reported no remaining Schwab Intermediately-Term US Treasury ETF position as of Q2 2025 after selling out during the quarter.
EP Wealth Advisors sold 8,846 Schwab Intermediately-Term US Treasury ETF shares in Q2 2025, an estimated $220K.
EP Wealth Advisors first reported a position in Schwab Intermediately-Term US Treasury ETF in Q1 2023 and held it in 6 quarters.
EP Wealth Advisors's Schwab Intermediately-Term US Treasury ETF position peaked at $628K in Q1 2023.
462 funds tracked by Wall St. Rank held Schwab Intermediately-Term US Treasury ETF as of Q2 2025.

Based on EP Wealth Advisors's 13F filing for Q2 2025, filed 14 Aug 2025.